Companies
-
Can Things Go Better With Coke?
Stuart Jackson
August 24, 2015
Coca Cola Amatil (ASX: CCL) reported its half year results during the week. The company has been under pressure for some time. The consensus view is that a combination of the growing market power of the major supermarkets, combined with a consumer shift away from soft drinks, has resulted in a downward spiral in volumes and earnings over the last 3 to 4 years. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary, Insightful Insights.
-
Carsales – Full Year in Third Gear?
Ben MacNevin
August 20, 2015
In a recent video blog we discussed that while Carsales is a high quality business, we felt the growth profile implied by the share price at the time was quite optimistic. Our thesis remains unchanged following the release of their 2015 full year result. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
- 6 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
Reflecting on Analyst Valuations
Tim Kelley
August 19, 2015
Reporting season is well underway now, and if you had to sum up progress to date in a single word you might choose something like “disappointing”. continue…
by Tim Kelley Posted in Companies, Insightful Insights.
- 6 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
REA-lly good prospects
Scott Shuttleworth
August 14, 2015
Yesterday REA Group Limited (ASX: REA) released their full year results. Whilst it slightly missed expectations we were nonetheless pleased by the result. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights, Property.
- 2 Comments
- save this article
- POSTED IN Companies, Insightful Insights, Property
-
Ansell Update
Ben MacNevin
August 12, 2015
The Montgomery funds took a position in glove manufacturer, Ansell (ASX: ANN), after its first half result for the 2015 financial year exceeded our expectations. Six months on the company has announced its full year report, and while the results did not exceed the market’s expectations, our investment thesis remains intact. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
- 10 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
Reporting Season
Ben MacNevin
August 5, 2015
Reporting season is one of the most exciting times for us here at Montgomery, as new information means new opportunities! While the team will be sifting through every company announcement, there are several reports that we’re especially looking forward to. continue…
by Ben MacNevin Posted in Companies, Market commentary.
- 4 Comments
- save this article
- POSTED IN Companies, Market commentary
-
Is something going right at Echo?
Tim Kelley
August 3, 2015
There are some good reasons to be concerned about the Australian economy at the moment. With commodity prices taking a nosedive and the Chinese stock market falling sharply, our nation’s strategic positioning of being highly dependent on China is looking less-than-ideal for the years ahead. continue…
by Tim Kelley Posted in Companies, Insightful Insights.
- 1 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
Green Shoots?
Russell Muldoon
August 3, 2015
Last week we uncovered a short article that described ‘Green Shoots’ potentially emerging within the mining industry. We found this interesting because we’ve recently spoken with a number of friends and contacts involved in mining, geology and engineering who’ve said the same thing. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
- 9 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
Ten Network Holdings Limited: the headwinds continue
David Buckland
July 29, 2015
Despite their well regarded Board of Directors, Ten Network Holdings Limited (ASX: TEN) has been one of the more disappointing industrial companies listed on the Australian Securities Exchange over recent years. continue…
by David Buckland Posted in Companies.
- save this article
- POSTED IN Companies
-
Diagnosing Pathology Problems
Ben MacNevin
July 24, 2015
Sonic Health Care (ASX: SHL) and Primary Health Care (ASX: PRY), the two largest pathology service providers in Australia, announced earnings downgrades in the past fortnight. While Primary cited “extreme” weather for the weakness, we think the underlying reason is far more structural in nature. continue…
by Ben MacNevin Posted in Companies, Health Care, Insightful Insights.
- save this article
- POSTED IN Companies, Health Care, Insightful Insights
